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Ameliora Wealth Management’s Clough Global Opportunities Fund GLO Stock Holding History

Ameliora Wealth Management’s Portfolio GLO Stock Details GLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,154
Closed -$22.7K – 206
2023
Q3 		$22.7K Hold
5,154
– – 0.01% 157
2023
Q2 		$25.9K Hold
5,154
– – 0.02% 146
2023
Q1 		$25.3K Buy
+5,154
New +$25.4K 0.01% 164

Other funds holding GLO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Ameliora Wealth Management's GLO Position: Q4 2023 in Review

Ameliora Wealth Management sold out of Clough Global Opportunities Fund (GLO) in Q4 2023, closing a stake of 5,154 shares — an estimated $22.7K sold.

Ameliora Wealth Management first reported a position in GLO in Q1 2023 and held it in 3 quarters. The position peaked at $25.9K in Q2 2023. 69 funds tracked by Wall St. Rank hold GLO as of Q4 2023.

  • Ameliora Wealth Management reported no remaining Clough Global Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 5,154 Clough Global Opportunities Fund shares in Q4 2023, an estimated $22.7K.
  • Ameliora Wealth Management first reported a position in Clough Global Opportunities Fund in Q1 2023 and held it in 3 quarters.
  • Ameliora Wealth Management's Clough Global Opportunities Fund position peaked at $25.9K in Q2 2023.
  • 69 funds tracked by Wall St. Rank held Clough Global Opportunities Fund as of Q4 2023.

Based on Ameliora Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.